Holdings
Independent Wealth Advisors LLC
As of Jun 30, 2026, Independent Wealth Advisors LLC reported 5 positions worth US$2.92M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 4,574 | US$1.32M | +132 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,517 | US$542K | +693 | Jun 30, 2026 |
| Microsoft Corp. | 1,289 | US$481K | +20 | Jun 30, 2026 |
| Exxon Mobil Corporation | 2,397 | US$328K | new | Jun 30, 2026 |
| International Business Machines Corporation | 872 | US$245K | +36 | Jun 30, 2026 |